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HomeRanking Factors
Published policy

How ranking works

Every factor and weight that determines which companies are invited to a bid and in what order they appear. Payment is not among them, and there is no mechanism by which it could be.

FactorWeightHow it is measured
Service area matchGateThe company has explicitly declared this city inside a service area. Not a radius guess.
Licensing where requiredGateVerified against the state registry within the last 30 days.
Size band experience18Communities managed within the Board’s door band over the trailing 3 years.
Property type experience14HOA, condo, co-op, POA, master, mixed-use, active adult.
Forward priority capability12Declared specialties matched against what the Board says the new company must focus on.
Profile completeness12Percentage of required profile fields answered. Non-answers count against it.
Fee schedule currency10Days since last attestation. Stale schedules are deprioritized, then suspended.
Responsiveness10Invitation-to-proposal time and response rate on prior bids.
Board ratings9Post-engagement ratings collected at 90 days and annually from the Boards that hired the firm through BoardMatch. The client, not the governed.
Public consumer reviews — Google, Yelp, Facebook, BBB0Displayed to Boards in full, including negative ones, and deliberately excluded from scoring. Managers enforce decisions Boards make. The homeowners most motivated to review are usually the ones who lost that decision, which makes a public rating a poor and frequently inverted measure of whether a firm serves a Board well.
Capacity8Stated ability to take on the community, and manager portfolio load.
Credentials7CMCA, AMS, PCAM, LSM, RS, CIRMS counts and AAMC accreditation.
Counter-evidence penaltyup to −8Applied where a company’s own metrics match the failure the Board is leaving over.
Payment of any kind0There is no advertising inventory, no sponsored result, no premium tier, and no mechanism to pay for invitations.

Load-balancing. Among companies within a few points of each other on match score, invitations are spread rather than concentrated on the same three firms in a market. A company that has received a disproportionate share of a market’s invitations over the trailing 90 days is deprioritized at the margin. We publish this because it affects the companies who bid here.